Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wendy's CoWEN · Entity 4659 | Chief Operations Officer - U.S | August 11, 2024 | August 13, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Wendy's Co
Report date August 11, 2024 · Filed August 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,463 |
Ending reported balance
After 2024-08-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-08-11 · Exercise / conversion · Acquired 609 · Balance 20,612 F1: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Row 2 · 2024-08-11 · Tax withholding · Disposed 149 · Balance 20,463 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,227 |
Reported balance
After 2024-08-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-08-11 · Exercise / conversion · Disposed 609 · Balance 1,227 F2: With tandem dividend equivalent rights and tax withholding rights. F1: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3: Includes 29 dividend equivalent units that had accrued on the restricted stock units. F4: The restricted stock units were granted on August 11, 2023 and vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock.
F2: With tandem dividend equivalent rights and tax withholding rights.
F3: Includes 29 dividend equivalent units that had accrued on the restricted stock units.
F4: The restricted stock units were granted on August 11, 2023 and vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 11, 2024 Filed Aug 13, 2024 21:28 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 609 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022100 · form4.xml · derivative · entry 3 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,227 Underlying: Common Stock · 609 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem dividend equivalent rights and tax withholding rights. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Includes 29 dividend equivalent units that had accrued on the restricted stock units. F4 · derivative.exercise_date: The restricted stock units were granted on August 11, 2023 and vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units were granted on August 11, 2023 and vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 11, 2024 Filed Aug 13, 2024 21:28 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 149 | $17.12 | $2,550.88 |
DisclosureSEC source: 0001127602-24-022100 · form4.xml · nonDerivative · entry 2 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,463 Read SEC document |
| August 11, 2024 Filed Aug 13, 2024 21:28 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 609 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022100 · form4.xml · nonDerivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,612 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 21:10 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019015 · form4.xml · derivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,836 Underlying: Common Stock · 27 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on June 17, 2024. F4 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:40 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 27,277 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0001127602-24-014136 · form4.xml · derivative · entry 3 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,277 shares Expires 2024-08-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem net exercise and tax withholding rights. F3 · derivative.exercise_date: The option vested in three equal installments on August 11, 2015, 2016 and 2017 and is currently exercisable as to all 27,277 shares. Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:40 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 15,013 | $20.27 | $304,313.51 |
DisclosureSEC source: 0001127602-24-014136 · form4.xml · nonDerivative · entry 2 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,003 F1 · shares: Represents the number of shares withheld by the Company to satisfy the exercise price and tax withholding obligations in connection with the net settlement of the options, and does not represent a sale of any shares by Mr. Ajmani. Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:40 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 27,277 | $8.22 | $224,285.13 |
DisclosureSEC source: 0001127602-24-014136 · form4.xml · nonDerivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,016 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:02 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010642 · form4.xml · derivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,809 Underlying: Common Stock · 25 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on March 15, 2024. F4 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:43 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 1,021 | $18.20 | $18,582.20 |
DisclosureSEC source: 0001127602-24-007463 · form4.xml · nonDerivative · entry 2 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,739 Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:43 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 3,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007463 · form4.xml · nonDerivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,760 F1 · shares: Reflects settlement of performance units granted to Mr. Ajmani in February 2021 as part of the Company's long-term incentive plan. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 22:12 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 3,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006143 · form4.xml · derivative · entry 3 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,784 Underlying: Common Stock · 3,977 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem dividend equivalent rights and tax withholding rights. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Includes 347 dividend equivalent units that had accrued on the restricted stock units. F4 · derivative.exercise_date: The restricted stock units were granted on February 19, 2021, and fully vested on February 19, 2024. F4 · derivative.expiration_date: The restricted stock units were granted on February 19, 2021, and fully vested on February 19, 2024. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 22:12 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 1,180 | $18.43 | $21,747.40 |
DisclosureSEC source: 0001127602-24-006143 · form4.xml · nonDerivative · entry 2 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,318 Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 22:12 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 3,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006143 · form4.xml · nonDerivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,498 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:08 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030072 · form4.xml · derivative · entry 2 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,761 Underlying: Common Stock · 22 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on December 15, 2023. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:08 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030072 · form4.xml · derivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,739 Underlying: Common Stock · 49 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on December 15, 2023. F4 · derivative.exercise_date: The restricted stock units will vest on February 19, 2024, subject to Mr. Ajmani's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest on February 19, 2024, subject to Mr. Ajmani's continued employment with the Company on the vesting date. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 21:17 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024449 · form4.xml · derivative · entry 2 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,690 Underlying: Common Stock · 21 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on September 15, 2023. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 21:17 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 48 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024449 · form4.xml · derivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,669 Underlying: Common Stock · 48 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on September 15, 2023. F4 · derivative.exercise_date: The restricted stock units will vest on February 19, 2024, subject to Mr. Ajmani's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest on February 19, 2024, subject to Mr. Ajmani's continued employment with the Company on the vesting date. Read SEC document |
| August 11, 2023 Filed Aug 16, 2023 01:11 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 1,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022618 · form4.xml · derivative · entry 2 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,621 Underlying: Common Stock · 1,741 shares Expires not disclosed F3 · security: With tandem dividend equivalent rights and tax withholding rights. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 11, 2023 Filed Aug 16, 2023 01:11 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,672 | $0.00 Strike: $21.53 | $0.00 |
DisclosureSEC source: 0001127602-23-022618 · form4.xml · derivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,672 Underlying: Common Stock · 11,672 shares Expires 2033-08-11 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Ajmani's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:09 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019042 · form4.xml · derivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,880 Underlying: Common Stock · 44 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on June 15, 2023. F4 · derivative.exercise_date: The restricted stock units will vest on February 19, 2024, subject to Mr. Ajmani's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest on February 19, 2024, subject to Mr. Ajmani's continued employment with the Company on the vesting date. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:20 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010742 · form4.xml · derivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,836 Underlying: Common Stock · 45 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on March 15, 2023. F4 · derivative.exercise_date: The restricted stock units will vest on February 19, 2024, subject to Mr. Ajmani's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest on February 19, 2024, subject to Mr. Ajmani's continued employment with the Company on the vesting date. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 23:21 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 608 | $21.97 | $13,354.72 |
DisclosureSEC source: 0001127602-23-008476 · form4.xml · nonDerivative · entry 2 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,521 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 23:21 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 2,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008476 · form4.xml · nonDerivative · entry 1 Ajmani Deepak · CIK 0001967208 · Chief Operations Officer - U.S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,129 F1 · shares: Reflects settlement of performance units granted to Mr. Ajmani in February 2020 as part of the Company's long-term incentive plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.